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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,989 | $29,319-4.5% | $52,425-46.6% | $82,448-66.1% |
| Participation rate | 21.4% | 46.9%-25.4pp | 55.6%-34.2pp | 68.1%-46.6pp |
| Annual return | 18.93% | 535.20%-516.3pp | 302.12%-283.2pp | 41.64%-22.7pp |
| Employer contribution / active EE | $315 | $586-46.2% | $914-65.5% | $2,551-87.6% |
| Participant deferral / active EE | $684 | $1,171-41.6% | $1,790-61.8% | $4,139-83.5% |
| Admin fee / account holder | $419 | $1,962-78.6% | $2,495-83.2% | $7,234-94.2% |